Form Settings & Activation

What is this for?

This guide covers the Metadata, Integration, and Journey steps — the settings that control how your event behaves, who can access it, when it runs, and what happens after someone registers.

Step 2: Metadata — General Event Settings

Open the Metadata step in the right sidebar. These settings apply to the whole event.

Event Name

  • Required. The title shown on the event page and in emails.
  • Max 100 characters.
  • Locked after activation — cannot be changed once the event is live.

Description

  • Optional. Appears on the event page under the name.
  • Max 200 characters.

Access Password

  • Optional. If set, the event page requires this password to view.
  • Use for private or invite-only events.
  • Leave blank for public access.

Start Date

  • Required for Event type. The date and time when the event becomes accessible.
  • Must be tomorrow or later — past dates are not allowed.
  • Locked after activation.

Timezone

  • Required for Event type. Determines how dates/times display to attendees.
  • Defaults to your browser's timezone.
  • Locked after activation.

Maximum Subscribers

  • Optional cap on total registrations.
  • Defaults to your plan's limit (shown in the label, e.g., "max: 5000").
  • Locked after activation.

Notify Me When Done

  • Checkbox. If checked, you'll receive an email when the event finishes (reaches end date or is manually stopped).

Step 3: Integration — Webhook URL

Integration URL

  • Optional. A full HTTPS URL (e.g., https://your-api.com/webhook/event-submission).
  • When someone submits the form, the system sends a POST request to this URL with the submission data in JSON format.
  • Max 500 characters.
  • Use this to push registrations to your CRM, marketing automation, or custom backend.

Note: The integration is triggered on every successful form submission. Make sure your web service responds within 10 seconds and returns a success code.


Step 4: Journey (Event Type Only)

This step only appears for Event (Default) type. Custom Form type skips this step.

Select Journey

  • Dropdown of your existing journeys. A journey defines the event schedule, sessions, and attendee flow.
  • Required for activation. You must select a journey before activating.

Create New Journey

  • Opens the Journey Editor in a new tab. Build your schedule there, then return and refresh the dropdown.

Edit Journey

  • Appears after you select a journey. Opens the selected journey in the Journey Editor.

Copy Journey from Another Event

  • Opens a picker to choose an existing event. Copies its entire journey structure (sessions, speakers, tracks) into a new journey for this event.

Important: After creating or copying a journey, you must select it in the dropdown and save.


Activating Your Event

Activation makes the event page live and starts accepting registrations.

Prerequisites (Validated Automatically)

Check Event Type Custom Form
At least one Email field (required)
All Select/Multi-Select fields have catalogs (unless dynamic)
All Dynamic fields have valid dependencies
Journey selected
Start date is in the future

Activation Flow

  1. Click Check & Activate in the top toolbar.
  2. The system runs validation. If errors exist, a popup lists them with field names. Fix each issue, then try again.
  3. If validation passes, the Activation Popup opens.
  4. (Optional) Fill in email details to notify subscribers:
    • Subject — Email subject line.
    • Body — Email content (supports basic formatting).
    • Template — Choose a saved email template.
  5. Click Activate.
  6. The event status changes to Active. The subscribe link is generated and shown.
  7. Share the link with your audience.

Subscribe Link Format

https://your-domain.com/subscribe/{eventId}/{userId}/{type}{-subtype}

Example: https://app.example.com/subscribe/abc123/user456/event-default


Stopping an Active Event

Click Stop Event in the toolbar (only visible for Active events).

  1. A confirmation popup appears.
  2. (Optional) Enter email details to notify registered attendees.
  3. Confirm. The event status changes to Stopped.
  4. Registrations close. The page shows a "registration closed" message.

Locked Fields After Activation

Once activated, these fields become read-only (lock icon with tooltip):

  • Event Name
  • Start Date
  • Journey
  • Expiration Date (Custom Form)
  • Timezone
  • Maximum Subscribers

To change them, you must stop the event first, then reactivate.


Common Questions

Can I change the start date after activating?
No. Stop the event first, change the date, then reactivate.

What if validation fails?
The popup tells you exactly which field has the problem. Go to Form Setup or Metadata, fix it, then try activating again.

Can I have multiple webhook URLs?
Only one Integration URL is supported per event. Use an intermediary service (like Zapier or Make) if you need to send data to multiple systems.

What data does the webhook receive?
A JSON payload with all form field values, the submission timestamp, and the subscriber's unique ID.

Do I need a journey for a Custom Form?
No. Custom Forms are standalone. The Journey step is hidden for this type.